- Columbia Bank (Windsor, CA)
- Personal Banker Retail Banking Group Windsor, California **Description** **About Us:** At Columbia, we create a great place to work by offering a unique brand of ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Columbia Bank (Santa Rosa, CA)
- Personal Banker I Retail Banking Group Santa Rosa, California **Description** **About Us:** AtColumbia, we create a great place to work by offering a unique ... for business. Together for better. **About the Role:** The Personal Banker is responsible for delivering exceptional...the client to the appropriate business partners within the Bank when needed. Also responsible for uncovering and originating… more
- Wells Fargo (Pleasant Hill, CA)
- …the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- Citigroup (Walnut Creek, CA)
- The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and ... leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and...delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- BMO Financial Group (Healdsburg, CA)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound… more
- BMO Financial Group (Sonoma, CA)
- …identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. + Welcomes and guides customers as they walk into the ... goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists...banking services to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based… more
- Columbia Bank (Santa Rosa, CA)
- …This position works closely with the Branch Manager to attain branch and Bank goals by ensuring day-to-day operational excellence in the branch, supervising, and ... clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other departments as...Client Service Standards. + Acts as back up to personal banking team to open new accounts, receive loan… more
- Columbia Bank (Walnut Creek, CA)
- …order to provide comprehensive financial solutions to clients from all areas of the bank . + Advise clients on financial solutions and strategies. + High level of ... and offer qualified referrals. + Demonstrates compliance with all bank regulations for assigned job function and applies to...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Walnut Creek, CA)
- …as the relationship lead for all lending, deposit, and all other bank products, collaborating with internal partner experts. Independently identify opportunities for ... for driving overall relationship strategy focused on enhancing relationships across multiple bank products. + Lead, direct, and coordinate the underwriting team in… more
- Columbia Bank (Walnut Creek, CA)
- …policy requirements for risk management, with responsibility for protecting the Bank 's interest through proper documentation, ensuring all approved terms and ... review for accuracy and process funding in accordance with bank guidelines and documented disbursement requirements. + Work in...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Columbia Bank (Walnut Creek, CA)
- …to promote office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
- Columbia Bank (Walnut Creek, CA)
- …Role:** + The Relationship Manager plays a key role in expanding Columbia Bank 's Healthcare Banking platform. You'll focus on serving the financial needs of ... and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include… more
- Columbia Bank (Walnut Creek, CA)
- …law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job ... up to date on regulation changes. + Follows all Bank policies and procedures, compliance regulations, and completes all...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- Bank of America (Walnut Creek, CA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Columbia Bank (Santa Rosa, CA)
- …or exceed assigned production goals. + Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering ... Other responsibilities as assigned. + Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… more
- JPMorgan Chase (San Rafael, CA)
- …acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker , you will provide ... you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing...products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal … more
- BMO Financial Group (Orinda, CA)
- …as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. ... **BMO IS ON AN EXCITING JOURNEY ** We have built a digitally-enabled, future-ready bank with leading efficiency, profitability and loyalty - all powered by a Winning… more
- PNC (Walnut Creek, CA)
- …clients by maintaining highly effective relationships with service partners throughout the Bank . CSSs assists the deal team with providing superior client servicing, ... commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining… more
- Navy Federal Credit Union (Vacaville, CA)
- …messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. ... Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act. REQNUMBER: 27024 more